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Master List Of Financial Advisor Conferences For 2020

Heckerling Institute

The Heckerling Institute focuses on estate planning featuring speakers that specialize in the intricacies of estate planning such as trusts, charitable giving, international planning and ethics. Held annually in the winter in Orlando. The goal of the conference is to discuss new estate planning concerns and develop estate planning skills. Attendees can also pick up CE credit, with credit for not only CFPs, but other designations such as CDFA.

Kitces Top Conference
Price: $1140
Content Focus: Estate Planning
Channel: Independent BD, RIA
Organizer: Private Organization
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